Loading current stock analysis…
Loading current stock analysis…
India
As of 18 Sept 2026, 03:30 pm
For the fiscal year ending March 31, 2026, Onesource Specialty Pharma reported revenue of ₹14,216 million and adjusted profit after tax of ₹739 million. The company also committed approximately US$80 million towards its planned US$100 million capital expenditure program, specifically for expanding cartridge manufacturing capacity.
An addendum to the notice for the 19th AGM, scheduled for September 23, 2026, disclosed additional information regarding material related party transactions. These transactions involve Strides Pharma Science Limited and its subsidiary, Strides Pharma Inc, USA, and pertain to Items 6 and 7 of the AGM agenda. The Audit Committee has reviewed the necessary CEO/CFO certificates for these items.
As of September 18, 2026, Onesource Specialty Pharma's stock showed mixed performance across different timeframes. It had a 1-month return of 3%, a 6-month return of 8%, and a return since the start of 3%. However, its year-to-date return was -11%, and its 1-year return was -14%.
As of September 18, 2026, the daily trend for Onesource Specialty Pharma indicates a 'bearish' SuperTrend at 1650.57, with the closing price at 1594.9. The weekly trend, however, shows a 'bullish' SuperTrend at 1355.1. The nearest identified support level is 1590.47, and the nearest resistance level is 1611.33.
As of 18 Sept 2026, 03:30 pm
Showing 3 of 14 candles
Recent drawdown or price variability is high enough to warrant closer monitoring.
Primary driver: Price remains materially below a previous peak
The session opened materially above the previous close, indicating a sharp repricing at the open.
The move may reflect new information; subsequent price follow-through is worth monitoring.
Trading activity was substantially higher than usual and the price closed lower.
This may reflect stronger-than-usual market participation; follow-through and relevant company or market news merit review.
Trading activity was substantially higher than usual and the price closed higher.
This may reflect stronger-than-usual market participation; follow-through and relevant company or market news merit review.
Latest complete financial results for Q1 FY2027 and comparative quarterly trends.
| Metric | Q1 FY2026-27(Latest) | Q4 FY2025-26 | Q3 FY2025-26 | Q2 FY2025-26 | Q1 FY2025-26 |
|---|---|---|---|---|---|
| Revenue From Operations | PEAK₹449.02 crore | ₹428.22 crore | ₹290.34 crore | ₹375.76 crore | ₹327.27 crore |
| Profit Before Tax | PEAK₹20.29 crore | -₹29.20 lakh | -₹93.01 crore | ₹5.74 crore | -₹4.40 crore |
| Tax Expense | -₹4.70 crore | -₹4.89 crore | -₹4.31 crore | -₹4.74 crore | PEAK-₹4.21 crore |
| Comprehensive Income For The Period | PEAK₹28.59 crore | ₹15.25 crore | -₹92.13 crore | ₹16.30 crore | ₹2.83 crore |
| Profit Loss For Period | PEAK₹25 crore | ₹4.60 crore | -₹88.70 crore | ₹10.49 crore | -₹18.60 lakh |
| Basic Earnings Loss Per Share From Continuing Operations | PEAK₹2.18 per share | ₹0.40 per share | ₹-7.74 per share | ₹0.92 per share | ₹-0.02 per share |
Revenue of ₹449.02 crore was the highest in the five-quarter sequence and increased by ₹121.75 crore (37.2%) from ₹327.27 crore in the same quarter last year. Sequentially, revenue grew 4.9% from ₹428.22 crore in the preceding quarter. The quarterly pattern over the past year was uneven: a rise in the second quarter, a sharp drop in the third, a strong recovery in the fourth, and a further increase in the current quarter.
OneSource Specialty Pharma reported a materially stronger quarter, with revenue reaching a new high and profitability recovering from the loss a year ago. The 37% revenue growth supported the earnings swing, as total costs rose more slowly than revenue. Depreciation and finance costs remain substantial; past quarters show that when revenue was lower, the company posted losses, highlighting the sensitivity of profitability to the level of revenue.
Exchange disclosures and regulatory announcements for Onesource Specialty Pharma.
OneSource Specialty Pharma Limited issued an addendum to its 19th Annual General Meeting notice on September 11, 2026, to disclose additional information regarding material related party transactions with Strides Pharma Science Limited and its wholly-owned subsidiary, Strides Pharma Inc, USA. This disclosure pertains specifically to Items 6 and 7 of the AGM agenda scheduled for September 23, 2026, and confirms that the Audit Committee has reviewed the requisite CEO/CFO certificates under Industry Standards. The addendum serves as an integral part of the original notice dated July 24, 2026, which convenes the meeting via video conferencing.
OneSource Specialty Pharma Limited held an investor presentation on September 03, 2026, at its manufacturing facility in Doddaballapura, Bengaluru. The company uploaded the latest investor presentation to its website and notified BSE Limited and NSE of the event, referencing a prior intimation dated August 31, 2026.
OneSource Specialty Pharma Limited announced on September 1, 2026, that newspaper advertisements confirming the dispatch of notices for its 19th Annual General Meeting were published in the Financial Express and Pudhari. The filing, signed by Company Secretary A. Trisha, serves to place the completion of this notice dispatch on record with the BSE and NSE. No specific meeting date or financial amounts were disclosed in this compliance notification.
OneSource Specialty Pharma Limited scheduled a physical group investor meeting for September 03, 2026, at its manufacturing facility in Doddaballapura, Bengaluru. Representatives will discuss publicly available information regarding business overview, strategy, and industry trends without disclosing any unpublished price-sensitive information (UPSI). The intimation was issued by Company Secretary A. Trisha on August 31, 2026, pursuant to Regulation 30 of the SEBI (LODR) Regulations, 2015.
OneSource CDMO scheduled its 19th Annual General Meeting for September 23, 2026, to review the Integrated Annual Report for the financial year ending March 31, 2026. During FY26, the company reported revenue of ₹14,216 million and adjusted profit after tax of ₹739 million, while committing approximately US$80 million of a planned US$100 million capital expenditure program toward expanding cartridge manufacturing capacity. The filing also disclosed that the company received in-principle approval for incentives worth approximately ₹70 crore under the Karnataka Industrial Policy 2025–30 and completed a statutory auditor rotation from Deloitte to BSR (KPMG).
OneSource CDMO submitted its Business Responsibility & Sustainability Report (BRSR) for the financial year ended March 31, 2026, to the BSE and NSE on August 31, 2026. The filing discloses a standalone paid-up capital of ₹11.46 crore, a turnover of ₹14,204 million with 70.80% derived from exports, and a workforce comprising 995 permanent workers and 188 employees as of FY26. Key operational metrics include ISO certifications for quality (GxP), safety (ISO 45001), environment (ISO 14001), and information security (ISO 27001), alongside an independent assurance engagement by SGS India Private Limited.
On August 17, 2026, India Ratings & Research upgraded OneSource Specialty Pharma Limited's bank loan facilities with a long-term rating of 'IND A' and a positive outlook from 'IND A-', while affirming the short-term rating at 'IND A1'. The upgrade applies to existing facilities totaling INR 11,250.51 million and assigns the same rating to additional limits of INR 4,287.08 million. This action reflects the company's transition from a development-led model to a commercial supply-led model driven by its drug device combination platform and GLP-1 supplies.
OneSource Specialty Pharma Limited reported Q1 FY27 revenues of INR 4,490 million, a 37% year-on-year increase, and EBITDA of INR 1,233 million, up 39% year-on-year. The company highlighted strong performance driven by the semaglutide commercial launch in Canada and India, new customer wins, and the nearing completion of its US$100 million capex with a second cartridge line set for commercialization. The company reiterated its FY28 outlook of $400 million in organic revenue and 40% EBITDA margins.
Recent market and company developments associated with Onesource Specialty Pharma.
The benchmark indices continued to trade with limited losses in afternoon trade, weighed down by a rise in crude oil prices following the expiry of the US-Iran ceasefire and growing uncertainty over the reopening of the Strait of Hormuz. The Nifty traded tad above the 24,200 mark. IT, FMCG & metal shares declined while auto, oil & gas and pharma stocks managed to trade in the green.
OneSource Specialty Pharma has announced a manufacturing partnership for biosimilars with Formycon AG. This collaboration will see OneSource providing integrated manufacturing capabilities for biosimilars. The partnership aims to expand access to high-quality, affordable biologics for patients globally. Formycon AG CEO stated this strengthens their supply capabilities with a quality-focused partner. Both companies aim to broaden sustainable global access to life-changing biosimilar therapies.
Stock Market Live Update: The market resilience gets put to test yet again today during the weekly options expiry of the Nifty contracts. 24,000 and 23,800 on the downside remain the key levels for the index, while 24,250 - 24,350 on the upside remains a supply zone.
Sensex, Nifty, Stock Price Live Updates: Indian equity markets traded lower on Tuesday, with the Sensex falling over 500 points, as escalating US-Iran tensions, Brent crude hovering around $85 a barrel, renewed FPI selling and persistent geopolitical uncertainty kept investors cautious despite resilience in broader market segments.
Comprehensive Section Breakdown for Onesource Specialty Pharma
Strategic Vision: Pharmaceutical and biologic contract development and manufacturing organization.
• India's first pure-play specialty pharma CDMO.
• Over three decades of operational experience through integrated businesses.
• End-to-end service offering from development to commercial manufacture.
• Expertise in complex biologics, drug-device combinations, and sterile injectables.
OneSource Specialty Pharma reported its highest quarterly revenue in the past five quarters and swung from a loss a year ago to a clear profit. Revenue from operations rose 37% to ₹449.02 crore, while profit before tax moved from a loss of ₹4.40 crore to a profit of ₹20.29 crore. The swing reflected revenue growth that outpaced the increase in total costs, though depreciation and finance costs remained large.
Profit before tax (PBT) of ₹20.29 crore compares with a loss of ₹4.40 crore a year ago and a near‑breakeven loss of ₹0.29 crore in the immediately preceding quarter. Net profit for the quarter was ₹25.00 crore, against a net loss of ₹0.19 crore in the year‑ago quarter. Basic earnings per share from continuing operations stood at ₹2.18, up from a loss of ₹0.02 per share a year ago.
Tax expense continued to be a credit (negative tax) in every quarter of the five‑quarter series, averaging around ₹4.6 crore per quarter. In the current quarter, the tax credit of ₹4.70 crore lifted net profit above PBT.
Other comprehensive income added ₹3.59 crore to net profit, bringing total comprehensive income to ₹28.59 crore, compared with ₹2.83 crore in the same quarter last year.
Key expense items for the current quarter relative to revenue of ₹449.02 crore were:
After including other income of ₹3.80 crore and accounting for other operating expenses, PBT settled at ₹20.29 crore. Revenue growth of 37% outpaced the rise in total costs, enabling the company to return to profitability after the prior‑year loss and the deep loss reported two quarters earlier.
Finance costs of ₹30.81 crore were higher than the ₹22.51 crore in the immediate prior quarter and the ₹27.48 crore a year ago. Earlier quarters recorded finance costs of ₹33.96 crore and ₹38.23 crore, reflecting quarter‑to‑quarter variability. Depreciation was ₹71.75 crore, a significant expense consistent with the company’s capital‑intensive CDMO operations. Together, depreciation and finance costs absorbed about 23% of revenue, representing a large fixed‑cost base.
Category: Manufacturing
Offers integrated support for complex biologics, including process and analytical development, technology transfer, and scale-up.
Category: Manufacturing
Specializes in the design, development, and manufacturing of combination products like prefilled syringes, auto-injectors, and pen injectors.
Category: Manufacturing
Focuses on formulation and production of advanced sterile dosage forms including sterile liquids, lyophilized vials, cartridges, and pre-filled syringes.
Category: Manufacturing
Develops and manufactures high-quality soft gelatin capsules in multiple formats, shapes, and sizes.
Core Thesis: The company integrates multiple CDMO businesses to offer comprehensive services and streamline outsourcing for clients.
• Integrated CDMO Services: Provides end-to-end services from early-stage development through to commercial manufacture across various technological platforms. • Specialized Technological Platforms: Focuses on key areas such as biologics, drug-device combinations, complex sterile injectables, and soft gelatin capsules. • Regulatory Compliance: Operates state-of-the-art facilities approved by major regulatory bodies like the USFDA and EU authorities.